Private Wealth Management Group’s ATI ATI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.81K Sell
102
-33
-24% -$2.85K ﹤0.01% 528
2025
Q1
$7.03K Sell
135
-1
-0.7% -$52 ﹤0.01% 592
2024
Q4
$7.49K Hold
136
﹤0.01% 586
2024
Q3
$9.1K Hold
136
﹤0.01% 482
2024
Q2
$7.54K Sell
136
-96
-41% -$5.32K ﹤0.01% 540
2024
Q1
$11.9K Hold
232
0.01% 368
2023
Q4
$10.6K Buy
+232
New +$10.6K 0.01% 395